Dimensional U.S. Small Companies Fund EUR AccumulationRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/06/2024 |
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Annual Returns (GBP) | 30/06/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/06 | |
Price Return | 1.75 | -8.17 | 17.03 | 8.85 | 29.16 | -2.48 | 10.76 | 1.81 |
+/- Category | -5.43 | -3.50 | -4.21 | -14.67 | 10.31 | 10.29 | 0.26 | -1.89 |
+/- Category Index | - | - | - | - | 11.99 | 7.02 | -1.39 | -0.09 |
% Rank in Category | 80 | 77 | 79 | 70 | 10 | 5 | 43 | 65 |
Trailing Returns (GBP) | 26/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 1.73 | -0.01 | -0.17 |
1 Week | 3.46 | 1.30 | 0.40 |
1 Month | 7.66 | 1.74 | 0.71 |
3 Months | 6.72 | 1.13 | 0.54 |
6 Months | 10.16 | 0.19 | 0.28 |
YTD | 8.35 | 0.13 | 0.55 |
1 Year | 14.96 | 1.43 | 1.82 |
3 Years Annualised | 8.34 | 4.22 | 3.92 |
5 Years Annualised | 10.14 | 1.75 | 2.81 |
10 Years Annualised | 11.89 | 0.10 | 1.13 |
Category: US Small-Cap Equity | |||
Category Index: Morningstar US Small Extended NR USD |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 5.56 | -3.55 | - | - |
2023 | 0.70 | 1.14 | 0.07 | 8.67 |
2022 | -1.74 | -7.68 | 5.27 | 2.12 |
2021 | 17.64 | 4.11 | 0.66 | 4.77 |
2020 | -29.56 | 25.71 | -0.53 | 23.59 |
2019 | 9.96 | 4.30 | 1.02 | 1.01 |
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